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BURL icon

UBS’s Burlington BURL Stock Holding History

UBS’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$12K Sell
300
-700
-70% -$24.2K ﹤0.01% 8613
2014
Q2 		$32K Sell
1,000
-400
-29% -$11.6K ﹤0.01% 7454
2014
Q1 		$41K Buy
1,400
+1,300
+1,300% +$35.8K ﹤0.01% 7104
2013
Q4 		$3K Buy
+100
New +$2.79K ﹤0.01% 9841

Other funds holding BURL

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

UBS's BURL Position: Q3 2014 in Review

UBS increased its Burlington (BURL) stake by 112% in Q3 2014, buying an estimated $80.1K and bringing the position to 4,382 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #5327.

UBS first reported a position in BURL in Q4 2013 and has held it in 4 quarters since. The position peaked at $256K in Q1 2014. 139 funds tracked by Wall St. Rank hold BURL as of Q3 2014.

  • UBS held 4,382 shares of Burlington worth $175K as of Q3 2014.
  • UBS bought 2,318 Burlington shares in Q3 2014, an estimated $80.1K.
  • Burlington made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5327 holding.
  • UBS first reported a position in Burlington in Q4 2013 and has held it in 4 quarters since.
  • UBS's Burlington position peaked at $256K in Q1 2014.
  • 139 funds tracked by Wall St. Rank held Burlington as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.